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>> No.29988403 [View]
File: 31 KB, 800x450, macro hedgefunds beta.png [View same] [iqdb] [saucenao] [google]
29988403

>>29988016
Is that why they FOMO'd in in february? As far as I see, it's institutional FOMO that predicts the top of crashes, and not retailers.

Here, another graph from zerohedge to prove it (in this case it's actually pretty good).

>> No.29323783 [View]
File: 31 KB, 800x450, macro hedgefunds beta.png [View same] [iqdb] [saucenao] [google]
29323783

>>29323565
This is the only chart I believe.
Risk averse hedgefunds buying into high beta is the ultimate FOMO sell signal.

>> No.29215118 [View]
File: 31 KB, 800x450, macro hedgefunds beta.png [View same] [iqdb] [saucenao] [google]
29215118

>>29214523
The $1T stimulus will fuck everything up tho.
JPow's printer is mainly contained in the equity and bond markets, and money quickly flows back to banks and back into the Fed as Excess Reserve.

The stimulus will instead flood the actual economy with money, which will increase CPI unless the Fed finds a way to mop it up.

>> No.29114904 [View]
File: 31 KB, 800x450, macro hedgefunds beta.png [View same] [iqdb] [saucenao] [google]
29114904

I'll ask one more time due to lack of answer last thread:
What macro-level things do you think caused the pullback this week? Did those macro-level things change in the last few days?

All I read around here is "healthy pullback", TA, and a bunch of pseudoscientific shit that basically amounts to "Welp, I don't know, it just does that".

>> No.28407476 [View]
File: 31 KB, 800x450, macro hedgefunds beta.png [View same] [iqdb] [saucenao] [google]
28407476

>>28407075
>He can't buy small caps because that would pump them into oblivion because his mark would be on them.
Yes he absolutely could, but he'd have to invest into like 1000 of them. It would be feasible, profitable and socially responsible.

>Berkshire
A way better measure of finding the tops is by looking at when the traditionally conservative funds FOMO into memestocks.

>> No.28317118 [View]
File: 31 KB, 800x450, macro hedgefunds beta.png [View same] [iqdb] [saucenao] [google]
28317118

So turns out hedge funds usually invest in high beta shit near the top of bubbles. Basically they do the ultimate FOMO.
We are plenty far from the top it seems.

Would you hedge with puts, anon? The price seems pretty excessive. At least it's guaranteed and unline a stop loss (more like guarantee loss), it does not get triggered by a small crash like today.

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